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← KESSLER FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by KESSLER FAMILY FOUNDATION.

Totals

Total revenue
$145,113
Total expenses
$150,219
Contributions and grants received
$86,500
Grants paid
$127,750
Program service revenue
$0
Investment income
$58,613
Other revenue
$0
Total assets, end of year
$2,267,504
Total liabilities, end of year
$4,895
Net assets or fund balances, end of year
$2,262,609
Program services expenses (Part IX)
$127,750
Management and general expenses
$22,469
Fundraising expenses
$0
Program service expenses (Part III)
$127,750

Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $86,500

  • 3 · Investment income

    total $44,467 · excluded $44,467

  • 7a · Gross sales of assets other than inventory

    securities $158,205

  • 7b · Less cost or other basis and sales expenses

    securities $144,059

  • 7c · Gain or loss

    securities $14,146

  • 7d · Net gain or loss

    total $14,146 · excluded $14,146

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $127,750 · program services $127,750

  • 11f · Fees: investment management

    total $2,918 · management and general $2,918

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $19,416 · management and general $19,416

  • 24b · Other expenses: FILING FEES

    total $125 · management and general $125

  • 24c · Other expenses: BANK FEES

    total $10 · management and general $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $19,095 · end of year $99,055

  • 4 · Accounts receivable

    end of year $2,000

  • 7 · Other notes and loans receivable

    beginning of year $100,000 · end of year $100,000

  • 12 · Investments: other securities

    beginning of year $2,091,339 · end of year $2,066,449

  • 18 · Grants payable

    beginning of year $15,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,287 · end of year $4,895

  • 27 · Net assets without donor restrictions

    beginning of year $2,190,147 · end of year $2,262,609

Mission and programs · 2022

Mission

SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF.

  • THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

    Expenses $127,750 · Grants $127,750

As filed on the 2022 return.

Listed in Part VII

  • Lisa Tabak

    DIRECTOR, TREASURER

    Total calculated
    $241,366
    From this org
    $0
    From related orgs
    $220,159
    Other
    $21,207
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,681 related
    Bonus
    $0 + $41,000 related
    Other
    $0 + $1,478 related
    Deferred
    $0 + $7,080 related
    Nontaxable benefits
    $0 + $14,127 related
    Filer's total
    $0 + $241,366 related
  • Randall Kessler

    DIRECTOR, PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Gina Kessler Lee

    DIRECTOR, SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Drew Kessler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dennis Albers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joe Hurwich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sanford Colen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Randall

    ASSISTANT TREASURER (FROM 2/2/23)

    Total calculated
    $248,561
    From this org
    $0
    From related orgs
    $205,834
    Other
    $42,727
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,664 related
    Bonus
    $0
    Other
    $0 + $1,170 related
    Deferred
    $0 + $6,943 related
    Nontaxable benefits
    $0 + $35,784 related
    Filer's total
    $0 + $248,561 related
  • Joy Sisky

    ASSISTANT TREASURER (FROM 2/2/23)

    Total calculated
    $552,978
    From this org
    $0
    From related orgs
    $520,000
    Other
    $32,978
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,887 related
    Bonus
    $0
    Other
    $0 + $1,113 related
    Deferred
    $0 + $11,942 related
    Nontaxable benefits
    $0 + $21,036 related
    Filer's total
    $0 + $552,978 related
  • Brian Kataoka

    ASSISTANT TREASURER (FROM 2/2/23)

    Total calculated
    $230,621
    From this org
    $0
    From related orgs
    $205,182
    Other
    $25,439
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,810 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $372 related
    Deferred
    $0 + $6,205 related
    Nontaxable benefits
    $0 + $19,234 related
    Filer's total
    $0 + $230,621 related
  • Tanya Shadoan

    ASSISTANT TREASURER (FROM 2/2/23)

    Total calculated
    $236,802
    From this org
    $0
    From related orgs
    $221,088
    Other
    $15,714
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,098 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $2,990 related
    Deferred
    $0 + $6,588 related
    Nontaxable benefits
    $0 + $9,126 related
    Filer's total
    $0 + $236,802 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 April 2024
IRS schema version
2022v5.0
Source object
202421019349302257

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